Meridian Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
16,152
+1,961
| +14% | +$162K | 0.06% | 260 |
|
|
2025
Q1 | $1.17M | Sell |
14,191
-29,438
| -67% | -$2.44M | 0.06% | 259 |
|
|
2024
Q4 | $3.58M | Buy |
43,629
+17,716
| +68% | +$1.45M | 0.17% | 131 |
|
|
2024
Q3 | $2.15M | Buy |
+25,913
| New | +$2.15M | 0.11% | 175 |
|
|
2024
Q2 | – | Sell |
-18,831
| Closed | -$1.54M | – | 479 |
|
|
2024
Q1 | $1.54M | Sell |
18,831
-4,353
| -19% | -$356K | 0.26% | 64 |
|
|
2023
Q4 | $1.9M | Buy |
+23,184
| New | +$1.9M | 0.12% | 175 |
|